Set up Resolution Note Snippets

You can set up resolution note snippets in Service Management to help you track work that is completed by technicians. These snippets provide a uniform method for technicians to report how they resolve issues and complete appointments. Technicians can include these snippets in the Resolution Note field in MobileTech.

1. In Microsoft Dynamics GP, select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Service > Resolution Note Snippets. The Resolution Note Snippets window is displayed.

2. Enter a resolution ID and a description of up to 255 characters.

3. Select Save.

Setting Up the Parts Needed Snippet

You can create a specific "parts needed" resolution note snippet in Signature that when selected in MobileTech (9.5 or higher), the Site Inventory list opens. Technicians can select the part and quantity needed. The resolution note snippet includes additional information related to the selected part. 

• The curly brackets and information within the brackets have to be exactly as written.

• The resolution code also must be PN.

• You can enter any descriptive text and the information does not have to be specifically written on separate lines.

• The Quantity line is optional. If you want the Quantity field to display in the pop-up form, add the Quantity line. 

1. In the Resolution Note Snippets window, create a new snippet with the code PN.

2. In the Description, enter information similar to the following: 
   Part Needed
     Name: {name}
     Site: {site}
     Item Number: {itemnumber}
     Description: {description}
     Unit of Measure: {unitofmeasure}
     Quantity: {quantity} 

3. Select Save.